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  5. WESTON & GREGORY, LLC

WESTON & GREGORY, LLC

Company Details

Entity Name: WESTON & GREGORY, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 07 Nov 2013 (11 years ago)
Document Number: L13000162022
FEI/EIN Number 46-4134758
Address: 100 LA COSTA LANE, SUITE 100, DAYTONA BEACH, FL, 32114
Mail Address: 100 LA COSTA LANE, SUITE 100, DAYTONA BEACH, FL, 32114
ZIP code: 32114
County: Volusia
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2022 464134758 2023-10-16 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2023-10-16
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2021 464134758 2022-07-26 WESTON & GREGORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2020 464134758 2021-10-12 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2019 464134758 2020-06-15 WESTON & GREGORY LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2020-06-15
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2019 464134758 2021-10-11 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing LISA PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2018 464134758 2019-04-14 WESTON & GREGORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2019-04-14
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2017 464134758 2018-05-29 WESTON & GREGORY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2018-05-29
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2016 464134758 2017-05-15 WESTON & GREGORY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2017-05-15
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2015 464134758 2016-06-29 WESTON & GREGORY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2016-06-29
Name of individual signing LISA C PARK
Valid signature Filed with authorized/valid electronic signature
WESTON GREGORY LLC 401 K PROFIT SHARING PLAN TRUST 2014 464134758 2015-06-10 WESTON & GREGORY LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 541211
Sponsor’s telephone number 3862742747
Plan sponsor’s address 100 LACOSTA LN STE 100, DAYTONA BEACH, FL, 32114

Signature of
Role Plan administrator
Date 2015-06-10
Name of individual signing LISA C. PARK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
PARK LISA Agent 100 LA COSTA LANE, DAYTONA BEACH, FL, 32114

Member

Name Role Address
PARK LISA Member 100 LA COSTA LANE, SUITE 100, DAYTONA BEACH, FL, 32114
Ashby James Member 100 LA COSTA LANE, DAYTONA BEACH, FL, 32114
Higgins Cassandra Member 100 LA COSTA LANE, DAYTONA BEACH, FL, 32114

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2015-01-24 PARK, LISA No data

Documents

Name Date
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-03-13
ANNUAL REPORT 2022-03-16
ANNUAL REPORT 2021-05-04
ANNUAL REPORT 2020-04-01
ANNUAL REPORT 2019-04-23
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-25
ANNUAL REPORT 2016-04-18
ANNUAL REPORT 2015-01-24

Related by officers

PARK LISA

JOON SUSHI INC ONE WORLD HOLDINGS INC LISA C. PARK, C.P.A., PLLC

Ashby James

EDIFY EDUCATION SERVICES, LLC

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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